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Schwab US Mid-Cap ETF

932 hedge funds and large institutions have $7.74B invested in Schwab US Mid-Cap ETF in 2025 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 331 increasing their positions, 385 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

less ownership

Funds ownership:

3% less funds holding in top 10

Funds holding in top 10: 6664 (-2)

14% less repeat investments, than reductions

Existing positions increased: 331 | Existing positions reduced: 385

Holders
932
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
64
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$258K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HCMT
701
Highland Capital Management (Tennessee)
Tennessee
$314K
CBA
702
Coastal Bridge Advisors
Connecticut
$313K
BlackRock
703
BlackRock
New York
$312K
RWM
704
RMG Wealth Management
Wisconsin
$310K
AFA
705
American Financial Advisors
Georgia
$307K
CF
706
Centaurus Financial
California
$300K
VCA
707
Verdence Capital Advisors
Maryland
$298K
HL
708
HeadInvest LLC
Maine
$296K
RBC
709
Romano Brothers & Co
Illinois
$294K
OIA
710
Optimum Investment Advisors
Illinois
$294K
AO
711
Advisor OS
Illinois
$288K
SIS
712
Strategic Investment Solutions
Illinois
$287K
BW
713
Balance Wealth
Ohio
$286K
KWM
714
KMT Wealth Management
California
$286K
TWP
715
Total Wealth Planning
Ohio
$285K
PAMG
716
Patton Albertson Miller Group
Tennessee
$284K
OPA
717
Old Port Advisors
Maine
$283K
CA
718
Calton & Associates
Florida
$282K
CTA
719
Colonial Trust Advisors
South Carolina
$278K
PIM
720
Penobscot Investment Management
Massachusetts
$275K
ACA
721
Ascension Capital Advisors
Texas
$275K
HIP
722
HUB Investment Partners
Texas
$272K
EAM
723
Everstar Asset Management
North Carolina
$271K
CT
724
Caldwell Trust
Florida
$271K
DCM
725
Donaldson Capital Management
Indiana
$268K